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Grace
Kvantas
,
CFP®, GFP Fellow, CDFA
Financial Advisor
at
Financial Symmetry Inc.
United States
Fee-only
Firm Details
Financial Symmetry Inc.
We provide ongoing financial planning as a part of our full-service wealth management
+1 919 851 8200
gkvantas@financialsymmetry.com
Countries of Expertise
United States
Biography
Fee-only, fiduciary Certified Financial Planner practitioner at an independent firm in North Carolina. I help my clients identify their life goals, create an actionable plan, and then help every step of the way to achieving them. I have a dedicated team of CPAs who help me take deep dives on tax opportunities for clients.
Specialties
Wealth Management,Financial Planning,Tax Planning,Retirement Planning,Education Planning
Billing Types
Fee-only
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